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Windows Server Installation and Upgrade

Is it time to move to a newer version of Windows Server? Depending on what you are running now, you have lots of options to get there.

Installation

If you want to move to a newer version of Windows Server on the same hardware, one way that always works is a clean installation, where you just install the newer operating system directly over the old one on the same hardware, thus deleting the previous operating system. That is the simplest way, but you will need to back up your data first and plan to reinstall your applications. There are a few things to be aware of, such as system requirements, so be sure to check the details for Windows Server 2016, Windows Server 2012 R2, Windows Server 2012, and Windows Server 2008 R2.

Moving from any pre-release version (such as Windows Server 2016 Technical Preview) to the released version (Windows Server 2016) always requires a clean installation.

Migration (recommended for Windows Server 2016)

Windows Server migration documentation helps you migrate one role or feature at a time from a source computer that is running Windows Server to another destination computer that is running Windows Server, either the same or a newer version. For these purposes, migration is defined as moving one role or feature and its data to a different computer, not upgrading the feature on the same computer. This is the recommended manner in which to move your existing workload and data to a more recent version of Windows Server. To get started, check the server role upgrade and migration matrix for Windows Server 2016.

Cluster OS Rolling Upgrade

Cluster OS Rolling Upgrade is a new feature in Windows Server 2016 that enables an administrator to upgrade the operating system of the cluster nodes from Windows Server 2012 R2 to Windows Server 2016 without stopping the Hyper-V or the Scale-Out File Server workloads. This feature allows you to avoid downtime which could impact Service Level Agreements. This new feature is discussed in more detail at Cluster operating system rolling upgrade.

License Conversion

In some operating system releases, you can convert a particular edition of the release to another edition of the same release in a single step with a simple command and the appropriate license key. This is called license conversion. For example, if your server is running Windows Server 2016 Standard, you can convert it to Windows Server 2016 Datacenter. In some releases of Windows Server, you can also freely convert among OEM, volume-licensed, and retail versions with the same command and the appropriate key.

Upgrade

If you want to keep the same hardware and all the server roles you have set up without flattening the server, upgrading is an option—and there are lots of ways to do it. In the classic upgrade, you go from an older operating system to a newer one, keeping your settings, server roles, and data intact. For example, if your server is running Windows Server 2012 R2, you can upgrade it to Windows Server 2016. However, not every older operating system has a pathway to every newer one.

 

Note: Upgrade works best in virtual machines where specific OEM hardware drivers are not needed for a successful upgrade.

 

You can upgrade from an evaluation version of the operating system to a retail version, from an older retail version to a newer version, or, in some cases, from a volume-licensed edition of the operating system to an ordinary retail edition.

Before you get started with an upgrade, have a look at the tables on this page to see how to get from where you are to where you want to be.

For information about the differences between the installation options available for Windows Server® 2016 Technical Preview, including the features that are installed with each option and the management options available after installation, see Installation Options for Windows Server 2016.

 

 

Upgrading to Windows Server 2016

For details, including important caveats and limitations on upgrade, license conversion between editions of Windows Server 2016, and conversion of evaluation editions to retail, see Supported Upgrade Paths for Windows Server 2016.

 

Note: Upgrades that switch from a Server Core installation to a Server with a Desktop installation (or vice versa) are not supported. If the older operating system you are upgrading or converting is a Server Core installation, the result will still be a Server Core installation of the newer operating system.

 

Quick reference table of supported upgrade paths from older Windows Server retail editions to Windows Server 2016 retail editions:

If you are running these versions and editions:You can upgrade to these versions and editions:
Windows Server 2012 StandardWindows Server 2016 Standard or Datacenter
Windows Server 2012 DatacenterWindows Server 2016 Datacenter
Windows Server 2012 R2 StandardWindows Server 2016 Standard or Datacenter
Windows Server 2012 R2 DatacenterWindows Server 2016 Datacenter
Hyper-V Server 2012 R2Hyper-V Server 2016 (using Cluster OS Rolling Upgrade feature)
Windows Server 2012 R2 EssentialsWindows Server 2016 Essentials
Windows Storage Server 2012 StandardWindows Storage Server 2016 Standard
Windows Storage Server 2012 WorkgroupWindows Storage Server 2016 Workgroup
Windows Storage Server 2012 R2 StandardWindows Storage Server 2016 Standard
Windows Storage Server 2012 R2 WorkgroupWindows Storage Server 2016 Workgroup

 

License conversion

You can convert Windows Server 2016 Standard (retail) to Windows Server 2016 Datacenter (retail).

You can convert Windows Server 2016 Essentials (retail) to Windows Server 2016 Standard (retail).

You can convert the evaluation version of Windows Server 2016 Standard to either Windows Server 2016 Standard (retail) or Datacenter (retail).

You can convert the evaluation version of Windows Server 2016 Datacenter to Windows Server 2016 Datacenter (retail).

 

Upgrading to Windows Server 2012 R2

For details, including important caveats and limitations on upgrade, license conversion between editions of Windows Server 2012 R2, and conversion of evaluation editions to retail, see Upgrade Options for Windows Server 2012 R2.

Quick reference table of supported upgrade paths from older Windows Server retail editions to Windows Server 2012 R2 retail editions:

If you are running:You can upgrade to these editions:
Windows Server 2008 R2 Datacenter with SP1Windows Server 2012 R2 Datacenter
Windows Server 2008 R2 Enterprise with SP1Windows Server 2012 R2 Standard or Windows Server 2012 R2 Datacenter
Windows Server 2008 R2 Standard with SP1Windows Server 2012 R2 Standard or Windows Server 2012 R2 Datacenter
Windows Web Server 2008 R2 with SP1Windows Server 2012 R2 Standard
Windows Server 2012 DatacenterWindows Server 2012 R2 Datacenter
Windows Server 2012 StandardWindows Server 2012 R2 Standard or Windows Server 2012 R2 Datacenter
Hyper-V Server 2012Hyper-V Server 2012 R2


License conversion

You can convert Windows Server 2012 Standard (retail) to Windows Server 2012 Datacenter (retail).

You can convert Windows Server 2012 Essentials (retail) to Windows Server 2012 Standard (retail).

You can convert the evaluation version of Windows Server 2012 Standard to either Windows Server 2012 Standard (retail) or Datacenter (retail).


Upgrading to Windows Server 2012

For details, including important caveats and limitations on upgrade, and conversion of evaluation editions to retail, see Evaluation Versions and Upgrade Options for Windows Server 2012

Quick reference table of supported upgrade paths from older Windows Server retail editions to Windows Server 2012 retail editions:

If you are running:You can upgrade to these editions:
Windows Server 2008 Standard with SP2 or Windows Server 2008 Enterprise with SP2Windows Server 2012 Standard, Windows Server 2012 Datacenter
Windows Server 2008 Datacenter with SP2Windows Server 2012 Datacenter
Windows Web Server 2008Windows Server 2012 Standard
Windows Server 2008 R2 Standard with SP1 or Windows Server 2008 R2 Enterprise with SP1Windows Server 2012 Standard, Windows Server 2012 Datacenter
Windows Server 2008 R2 Datacenter with SP1Windows Server 2012 Datacenter
Windows Web Server 2008 R2Windows Server 2012 Standard


License conversion

You can convert Windows Server 2012 Standard (retail) to Windows Server 2012 Datacenter (retail).

You can convert Windows Server 2012 Essentials (retail) to Windows Server 2012 Standard (retail).

You can convert the evaluation version of Windows Server 2012 Standard to either Windows Server 2012 Standard (retail) or Datacenter (retail).


Upgrading to Windows Server 2008 R2

For details, including important caveats and limitations, see Windows Server 2008 R2 Upgrade Paths.

Quick reference table of supported upgrade paths from older Windows Server retail editions to Windows Server 2008 R2 retail editions:

From Windows Server 2003 (SP2, R2)Upgrade to Windows Server 2008 R2
DatacenterDatacenter
EnterpriseEnterprise, Datacenter
StandardStandard, Enterprise

 

From Windows Server 2008 (RTM-SP1, SP2)Upgrade to Windows Server 2008 R2
DatacenterDatacenter
Datacenter CoreDatacenter Core
EnterpriseEnterprise, Datacenter
Enterprise CoreEnterprise Core, Datacenter Core
Foundation (SP2 only)Standard
StandardStandard, Enterprise
Standard CoreStandard Core, Enterprise Core
WebStandard, Web
Web CoreStandard Core, Web Core

 

From Windows Server 2008 (RC, IDS, RTM)Upgrade to Windows Server 2008 R2
DatacenterDatacenter
Datacenter CoreDatacenter Core
EnterpriseEnterprise, Datacenter
Enterprise CoreEnterprise Core, Datacenter Core
FoundationStandard, Foundation
StandardStandard, Enterprise
Standard CoreStandard Core, Enterprise Core
WebStandard, Web
Web CoreStandard Core, Web Core